{"id":189385,"date":"2019-12-13T13:09:20","date_gmt":"2019-12-13T12:09:20","guid":{"rendered":"https:\/\/guide.jtl-software.com\/other-processes\/creating-discounts\/"},"modified":"2023-08-04T13:56:36","modified_gmt":"2023-08-04T11:56:36","slug":"creating-discounts","status":"publish","type":"page","link":"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/other-processes\/creating-discounts\/","title":{"rendered":"Creating discounts"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<div id=\"toc\">\n\t<div class=\"card border-0 bg-rysywhite mt-0 mt-lg-5 mb-5 w-100\" data-toc-element>\n\t\t<div class=\"d-none d-lg-flex flex-column\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-shaftblue\">\n\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t<\/span>\n\t\t\t<span class=\"font-weight-bold text-shaftblue text-center h5 mt-3 mb-0\">Contents<\/span>\n\t\t<\/div>\n\t\t<div class=\"d-block d-lg-none\">\n\t\t\t<a class=\"text-decoration-none card-header-link collapsed\" data-toggle=\"collapse\" href=\"#collapse-toc\" aria-expanded=\"false\" aria-controls=\"collapse-toc\">\n\t\t\t\t<div class=\"card-header d-flex bg-white align-items-center\" role=\"tab\" id=\"heading-toc\">\n\t\t\t\t\t<span class=\"h4 mb-0 d-flex align-items-center\">\n\t\t\t\t\t\t<span class=\"fa-layers fa-fw fa-2x mr-2 text-shaftblue\">\n\t\t\t\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<span>Contents<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 ml-auto fas fa-caret-down text-gray\"><\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div>\n\t\t<div id=\"collapse-toc\" class=\"collapse show\" data-parent=\"#toc\" role=\"tabpanel\" aria-labelledby=\"heading-toc\">\n\t\t\t<div class=\"card-body p-4 table-of-content\">\n\t\t\t\t<ul data-toc-headings=\"h2,h3\" data-toc class=\"list-pos\"><\/ul>\n\t\t\t<\/div>\n\t    <\/div>\n\t<\/div>\n<\/div>[\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, &#8220;order-lg&#8220;: &#8220;1&#8220;}&#8221; width=&#8221;2\/3&#8243; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<h1 class=\"d-flex align-items-center hl-pos\" id=\"creating-discounts\">Creating discounts <span id='anchor-creating-discounts' data-href='#creating-discounts' class='far fa-link' data-anchor><\/span><\/h1><div class=\"custom-box\">\n\t<div class=\"d-flex align-items-center mb-4\">\n\t\t\t\t\t\t\t<span class=\"mr-3 fa-stack flex-shrink-0 fa-1x\">\n\t\t\t<span class=\"fas fa-circle fa-stack-2x text-shaftblue\"><\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 fas fa-clipboard-list text-white fa-stack-1x\"><\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\n\t\t\n\t\t<h3 class=\"mb-0 \" id=\"your-task-initial-situation\">Your task\/initial situation <span id='anchor-your-task-initial-situation' data-href='#your-task-initial-situation' class='far fa-link' data-anchor><\/span><\/h3>\t<\/div>\n\t<div class=\"box-content\">\n\t\tYou would like to create a discount in JTL-POS which you can then assign to an item, customer, or receipt.\t<\/div>\n<\/div>\n<h2 class=\"d-flex align-items-center hl-wawi\" id=\"creating-a-discount\">Creating a discount <span id='anchor-creating-a-discount' data-href='#creating-a-discount' class='far fa-link' data-anchor><\/span><\/h2><ol start=\"1\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li >\n\tGo to\u00a0<span class=\"highlight\">Settings &gt; Discounts<\/span> to reach the <span class=\"highlight\">Manage discounts<\/span> dialogue box.<\/li><li >\n\tTap the <span class=\"highlight\">plus icon<\/span> to create a new discount. The <span class=\"highlight\">Create\/Edit discount<\/span> dialogue box will open.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/manage-discounts-jtl-pos-1.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/manage-discounts-jtl-pos-1-1024x578.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/manage-discounts-jtl-pos-1.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/manage-discounts-jtl-pos-1-1024x578.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/manage-discounts-jtl-pos-1-768x433.png 640w\" width=\"1024\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"578\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/manage-discounts-jtl-pos-1.png&quot;,&quot;w&quot;:2364,&quot;h&quot;:1334}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<ol start=\"3\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li class=\"media-single-line\">\n\tGive the discount a name, such as <span class=\"highlight\">Regular customer discount<\/span>, and a description.<\/li><li >\n\tUnder <span class=\"highlight\">Quantity<\/span>, select whether the discount is to be granted as a <span class=\"highlight\">Discount in %<\/span> or as a <span class=\"highlight\">Total amount<\/span> to be deducted from the price. You can also select the option <span class=\"highlight\">Personal<\/span> to allow the cashier to define the amount at the checkout.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/general-quantity-discount-jtl-pos-1.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/general-quantity-discount-jtl-pos-1-1024x577.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/general-quantity-discount-jtl-pos-1.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/general-quantity-discount-jtl-pos-1-1024x577.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/general-quantity-discount-jtl-pos-1-768x433.png 640w\" width=\"1024\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"577\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/general-quantity-discount-jtl-pos-1.png&quot;,&quot;w&quot;:1728,&quot;h&quot;:974}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<ol start=\"5\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li class=\"media-single-line\">\n\tUnder <span class=\"highlight\">Value<\/span>, enter how high you want the discount to be.<\/li><\/ol><div class=\"media-object media-object-border d-flex align-items-top\">\n\t\n\t\t\t\t<span class=\"mt-1 mr-3 fa-stack flex-shrink-0 fa-1x columnsize-fa-2x\">\n\t\t<span class=\"far fa-circle fa-stack-2x text-pos\"><\/span>\n\t\n\t\t<span class=\"fas fa-search-plus text-pos fa-stack-1x\"><\/span>\n\t\t\t<\/span>\n\t\t\t<span class=\"media-content border-pos\">\n\t\n\t\t\t<span style=\"color: #336699;\"><strong>Please note:<\/strong><\/span> For personal discounts, enter the maximum percentage that the cashier can grant as a discount during checkout.\t\t\t<\/span>\n\t\n\t<\/div>\n\n\n<ol start=\"6\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li class=\"media-single-line\">\n\tUnder <span class=\"highlight\">Type<\/span>, select what the discount can be applied to.<\/li><\/ol><div class=\"media-object media-object-border d-flex align-items-top\">\n\t\n\t\t\t\t<span class=\"mt-1 mr-3 fa-stack flex-shrink-0 fa-1x columnsize-fa-2x\">\n\t\t<span class=\"far fa-circle fa-stack-2x text-pos\"><\/span>\n\t\n\t\t<span class=\"fas fa-search-plus text-pos fa-stack-1x\"><\/span>\n\t\t\t<\/span>\n\t\t\t<span class=\"media-content border-pos\">\n\t\n\t\t\t<span style=\"color: #336699;\"><strong>Please note:<\/strong><\/span> For personal discounts, you can only select the <span class=\"highlight\">Receipts<\/span> type, since personal discounts can only be granted during checkout.\t\t\t<\/span>\n\t\n\t<\/div>\n\n\n<ol start=\"7\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li >\n\tUnder <span class=\"highlight\">Use<\/span>, specify if the discount can be combined with other discounts and if it is to be displayed separately on receipts.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/value-type-discount-jtl-pos-1.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/value-type-discount-jtl-pos-1-1024x577.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/value-type-discount-jtl-pos-1.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/value-type-discount-jtl-pos-1-1024x577.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/value-type-discount-jtl-pos-1-768x433.png 640w\" width=\"1024\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"577\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/value-type-discount-jtl-pos-1.png&quot;,&quot;w&quot;:1733,&quot;h&quot;:976}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<ol start=\"8\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li >\n\tUnder <span class=\"highlight\">Time<\/span>, <span class=\"highlight\">Days of the week,<\/span> and <span class=\"highlight\">Dates<\/span>, specify the specific times at which the discount should apply. Outside this period, it will not be applied or taken into account. Enable the individual switches to configure the various options.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/time-settings-discount-jtl-pos-1.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/time-settings-discount-jtl-pos-1-1024x577.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/time-settings-discount-jtl-pos-1.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/time-settings-discount-jtl-pos-1-1024x577.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/time-settings-discount-jtl-pos-1-768x433.png 640w\" width=\"1024\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"577\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/time-settings-discount-jtl-pos-1.png&quot;,&quot;w&quot;:1733,&quot;h&quot;:976}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<ol start=\"9\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li >\n\tTap the <span class=\"highlight\">\u2713<\/span> icon to save the discount. You can now apply the discount to the selection you made under <span class=\"highlight\">Type<\/span>.<\/li><\/ol><div class=\"media-object media-object-border d-flex align-items-top\">\n\t\n\t\t\t\t<span class=\"mt-1 mr-3 fa-stack flex-shrink-0 fa-1x columnsize-fa-2x\">\n\t\t<span class=\"far fa-circle fa-stack-2x text-pos\"><\/span>\n\t\n\t\t<span class=\"fas fa-search-plus text-pos fa-stack-1x\"><\/span>\n\t\t\t<\/span>\n\t\t\t<span class=\"media-content border-pos\">\n\t\n\t\t\t<span style=\"color: #336699;\"><strong>Please note:<\/strong><\/span> Read the description <span style=\"color: #336699;\"><a style=\"color: #336699;\" title=\"Granting discounts on line items and receipts\" href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/other-processes\/granting-discounts-on-items-and-receipts\/\">Granting discounts on receipts and line items<\/a><\/span> to learn how to assign a discount to a receipt or item.\t\t\t<\/span>\n\t\n\t<\/div>\n\n\n<div class=\"mt-5 d-print-none card\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-pos\">\n\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t<span data-fa-transform=\"shrink-8\" class=\"fas fa-link fa-inverse\"><\/span>\n\t\t<\/span>\n\t\t\t<div class=\"card-body p-4\">\n\t\t<p class=\"d-flex align-items-center hl-wawi h4\">Related topics<\/p>\n<ul class=\"list-reset list-icons list-custom-square list-pos\">\n\t\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/customers-2\/creating-customer-groups\/\" title=\"Creating customer groups\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tCreating customer groups\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/other-processes\/granting-discounts-on-items-and-receipts\/\" title=\"Granting discounts on line items and receipts\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tGranting discounts on line items and receipts\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/other-processes\/dialogue-box-manage-discounts\/\" title=\"Dialogue box: Manage discounts\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tDialogue box: Manage discounts\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t<\/ul>\t<\/div>\n<\/div>[\/vc_column][\/vc_row]<\/div>","protected":false},"excerpt":{"rendered":"[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;][\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, <a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/other-processes\/dialogue-box-manage-discounts\/\">[&#8230;]<\/a>","protected":false},"author":2,"featured_media":0,"parent":189262,"menu_order":132,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"tags":[],"class_list":["post-189385","page","type-page","status-publish","hentry","search_categorie-jtl-pos","pages_category-jtl-pos-en","pages_category-print-3-vorgaenge-kunden-berichte-import-export-en","pages_category-rabatte-pos-en"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Creating discounts &#8211; 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